Huatai-Pb CSI Hugangshen Cloud Computing Industry ETF(159738.SZ)

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Huatai-Pb CSI Hugangshen Cloud Computing Industry ETF
159738.SZ
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Alibaba Qianwen AI is expected to release a major product iteration on January 15, with Alibaba Cloud aiming for an 80% growth share across China this year

Alibaba's AI assistant Qianwen will launch a major product on the 15th, with the stock price rising by 5.7%. Qianwen App's monthly active users have surpassed 100 million, aiming to become a super app covering multiple scenarios. Alibaba Cloud plans to capture 80% of the incremental AI cloud market in China by 2026

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Alibaba Qianwen officially announced: An APP launch conference will be held on January 15, AI will "open the era of handling affairs"

On the morning of the 15th, Alibaba Qianwen held the "Ask and You Shall Receive" product launch conference at 10 a.m., marking the official transition of AI large models from a single "Q&A tool" to a new era of "action execution." Backed by Alibaba Cloud's absolute advantage with a 35.8% share of the Chinese AI cloud market, this strategic upgrade not only signifies the beginning of the intelligent agent era but also represents Alibaba Cloud's key move to seize 80% of the AI cloud incremental market by 2026

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The Hang Seng Index rose 268 points in half a day, with the 27,000 mark "gained and lost," as innovative drug stocks collectively surged. Three new stocks had a weak finish｜Hong Kong Stock Market Afternoon Session

The Hang Seng Index opened 350 points higher this morning, reaching a maximum of 27,143 points during the day, and closed at 26,877 points, up 268 points or 1.01%. Alibaba rose 3.5%, JD.com rose 1.11%, and Tencent rose 0.48%; Xiaomi, Meituan, and Baidu, on the other hand, declined. Innovative drug stocks collectively rose, with WuXi AppTec up 7.67% and CSPC PHARMA up 5.5%. Automotive stocks generally rose due to the consensus reached on electric vehicles between China and Europe, with BYD up 3.19%. The newly listed stocks today showed volatility, with Zhaoyi Innovation once rising over 53.5%

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IEIT Liu Jun: The AI industry cannot achieve profitability without reducing costs; a cost of 1 yuan per million tokens is still far from enough!

IEIT Liu Jun: The AI industry cannot achieve profitability without reducing costs; a cost of 1 yuan per million tokens is still far from enough!

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Nomura states that China's AI industry continues to make breakthroughs, with Kingsoft Office and others having achieved commercialization

Nomura analysts pointed out that the Chinese AI industry has made progress in technological breakthroughs and local chip research and development, with companies like Kingsoft Office achieving AI commercialization. In the future, the AI application market will present three major trends: the multimodal development of large language models, the extension of AI from the cloud to the edge, and the accelerated development of industry-specific AI models. In terms of new energy, the electric vehicle market faces pressure, but the penetration of plug-in hybrid vehicles and the electrification of commercial vehicles continue to advance. The Chinese-funded battery factory in Hungary is expected to start production next year, contributing to global market share. In the pharmaceutical industry, RNA technology will be a highlight next year

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